Among active 13F managers last quarter, 3 opened and 20 added, while 13 reduced; the largest holder to move was Pzena Investment Management LLC (+6.4%). Over the last 180 days, 1 insider sold and none bought, a net -$15K in open-market trades.
The legs disagree, or only one of them leans.
163 tracked 13F filers disclose a position in MMI as of the latest SEC 13F filings, a combined $601.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.6M | $112.8M | ▼−7.9% Reduced · −311K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 2.5M | $77.7M | ▼−3.0% Reduced · −77K sh | Q2 2026 | |
| 3 | Pzena Investment Management LLC | 2.1M | $66.7M | ▲+6.4% Added · +128K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 1.5M | $39.4M | ▲+3.0% Added · +43K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 1.0M | $31.8M | ▼−3.7% Reduced · −39K sh | Q2 2026 | |
| 6 | State Street Corp | 949K | $29.6M | ▲+1.2% Added · +11K sh | Q2 2026 | |
| 7 | Schroder Investment Management Group | 931K | $24.4M | ▲+54% Added · +326K sh | Q1 2026 | |
| 8 | Tributary Capital Management, LLC | 741K | $23.1M | ▼−2.9% Reduced · −22K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 659K | $20.6M | ▲+2.2% Added · +14K sh | Q2 2026 | |
| 10 | Charles Schwab Investment Management Inc | 434K | $11.5M | ▲+13% Added · +48K sh | Q1 2026 | |
| 11 | Two Sigma Investments, LP | 424K | $11.3M | ▲+99% Added · +211K sh | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | 306K | $8.1M | ▼−4.5% Reduced · −14K sh | Q1 2026 | |
| 13 | Jacobs Levy Equity Management, Inc | 273K | $8.5M | ▲+71% Added · +113K sh | Q2 2026 | |
| 14 | Northern Trust Corp | 244K | $6.5M | ▲+5.0% Added · +12K sh | Q1 2026 | |
| 15 | Russell Investments Group, Ltd. | 226K | $6.0M | ▲+12% Added · +25K sh | Q1 2026 | |
| 16 | Renaissance Technologies LLC | 220K | $5.8M | ▼−16% Reduced · −41K sh | Q1 2026 | |
| 17 | Sprott Inc. | 210K | $6.5M | —Held | Q2 2026 | |
| 18 | Morgan Stanley | 185K | $4.9M | ▼−14% Reduced · −31K sh | Q1 2026 | |
| 19 | Deprince Race & Zollo Inc | 183K | $5.7M | ▼−29% Reduced · −74K sh | Q2 2026 | |
| 20 | AQR Capital Management LLC | 182K | $4.8M | ▲+228% Added · +127K sh | Q1 2026 | |
| 21 | Nuveen, LLC | 176K | $4.7M | ▲+95% Added · +86K sh | Q1 2026 | |
| 22 | Envestnet Asset Management Inc | 169K | $4.5M | ▲+22% Added · +31K sh | Q1 2026 | |
| 23 | D. E. Shaw & Co., Inc. | 164K | $4.4M | ▼−14% Reduced · −28K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | 164K | $4.4M | ▲+3.6% Added · +6K sh | Q1 2026 | |
| 25 | Sei Investments Co | 164K | $4.4M | ▲+100% Added · +82K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in MMI and 20 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 76 funds | $142.1B |
| Nvidia CorpNVDA | 75 funds | $235.8B |
| Eli Lilly & CoLLY | 74 funds | $49.1B |
| Lam Research CorpLRCX | 74 funds | $25.1B |
| Amazon.com IncAMZN | 73 funds | $104.7B |
| Tesla IncTSLA | 73 funds | $38.6B |
| Apple IncAAPL | 72 funds | $165.5B |
| Meta Platforms Inc-Class AMETA | 72 funds | $63.0B |
| Costco Wholesale CorpCOST | 72 funds | $20.1B |
| Micron Technology IncMU | 71 funds | $34.2B |
| Freeport-McMoran IncFCX | 71 funds | $6.1B |
| Elevance Health IncELV | 71 funds | $4.7B |
Ranked by how many of MMI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MMI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | Nadji Hessam | Chief Executive Officer, Director | Sell (S) | 500 | $15K |
| Mar 13, 2026 | Nadji Hessam | Chief Executive Officer, Director | Sell (S) | 1K | $33K |
| Aug 11, 2025 | Martin Lauralee | Director | Buy (P) | 2K | $50K |
| Mar 11, 2025 | LaBerge Gregory A. | Chief Administrative Officer | Sell (S) | 3K | $101K |
| Mar 4, 2025 | LaBerge Gregory A. | Chief Administrative Officer | Sell (S) | 828 | $32K |
| Sep 13, 2024 | Lawrence Norma J. | Director | Sell (S) | 1K | $45K |
| Aug 26, 2024 | Nadji Hessam | Chief Executive Officer, Director | Sell (S) | 659 | $27K |
| Aug 23, 2024 | Nadji Hessam | Chief Executive Officer, Director | Sell (S) | 13K | $532K |
| Jul 26, 2024 | Nadji Hessam | Chief Executive Officer, Director | Sell (S) | 300 | $12K |
| Jul 25, 2024 | Nadji Hessam | Chief Executive Officer, Director | Sell (S) | 800 | $32K |
| Jul 12, 2024 | Nadji Hessam | Chief Executive Officer, Director | Sell (S) | 15K | $529K |
| May 28, 2024 | LaBerge Gregory A. | Chief Administrative Officer | Sell (S) | 1K | $33K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 48 | 30 | – |
Insiders Form 4 open-market | 0 | 1 | -$15K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MMI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MMI/capital-change-brief"
Use Arkolith's capital_change_brief for MMI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.